Community First Investment Group has announced they are welcoming Nate Hasto. Hasto is affiliated with LPL Financial, the nation’s largest independent broker-dealer and a leader in the retail financial advice market.
Karen Munsey, Program Manager, said, “We are delighted to welcome Nate into our organization. Nate’s dedication to making a meaningful impact in the lives of his clients will be instrumental as we expand our presence from Howard County into Hamilton and Marion County.”
Hasto is based in Westfield and provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.
He is a finance industry veteran and started his career in 2014. He began at a large firm where he provided education and guidance to clients regarding their investment options, risk management tactics, and debt elimination strategies.
Looking for a more customized approach to better serve his clients, Hasto then spent the next phase of his career as an Independent Advisor with a small boutique firm implementing plans for families and small businesses.
When it comes to his community, he enjoys spending his time developing relationships with other passionate professionals and being a connector.
“Everyone has a unique story to tell and gifts they can use to make their community a better place. Half of the fun is learning about them and helping them connect with people that share their vision,” he said.
While Hasto enjoys meeting new people, he is also passionate about opportunities to share his knowledge and expertise in personal finance with organizations and initiatives that can further support the Hamilton County community he calls home.
Volunteering time on leadership councils and speaking to community groups about the benefits of financial literacy are just some of the ways he enjoys giving back.
Hasto earned his Bachelor’s Degree in Marketing from SUNY Brockport in New York State and decided that utilizing his skills in communication could make a great impact in the financial industry shortly after graduation.
“I was always intrigued by the premise of investing and how to use money more effectively,” he said.
“The sad truth is that most people make it all the way through school without ever getting a formal education in personal finance. The first time I explained a financial concept and watched the lights turn on for that client, I was hooked!”
To learnmore about Community First Investment Group, please visit cfigadvisors.com.